Articles by Brandon:
What to Know About Estate Taxes in 2026
Estate taxes have been a moving target in recent years. A higher estate tax exemption established in...
How the 2026 Retirement Contribution Limits Fit Into Your Long-Term Plan
As you approach retirement, it’s important to continue saving enough to build a nest egg that supports...
Breaking Down Long-Term Care Costs: What to Expect and How They’re Changing
Long-term care is one of the largest costs you’re likely to face as you get older. For many, it’s...
What Disqualifies You from Long-Term Care Insurance?
Long-term care insurance can help cover the costs of essential services you may need, preserving your...
Understanding the Difference Between Medigap and Medicare Advantage
Medicare is the primary source of health insurance for individuals over 65. It can provide significant...
Annuity vs. Life Insurance: What’s the Difference?
As you think about how you want to approach planning for retirement, you'll need to make decisions about...
What to Know About the Estate Tax Sunset in 2025
The Tax Cuts and Jobs Act of 2017, or TCJA, brought many changes to the tax code. For families and...
Annuity vs. Pension: Comparing Your Options
Running out of money is one of the biggest risks you can face in retirement, but you can take steps to...
What Is a Modified Endowment Contract?
In addition to providing a death benefit for your beneficiaries, permanent life insurance policies allow...
What Are Delayed Retirement Credits?
Social Security benefits are an important part of retirement, making up half of the total income for 37%...
